Screener
ICAP vs FORH
Infrastructure Capital Equity Income Fund ETF vs Formidable ETF
Key differences
Both ICAP and FORH are alternative ETFs. ICAP charges 2.47% a year and FORH 1.19%. The main difference: FORH costs 1.28% less per year.
- FORH costs 1.28% less per year.
- ICAP is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ICAP has delivered higher annualized returns.
Side-by-side comparison
| ICAP | FORH | |
|---|---|---|
| Annual cost (TER) | 2.47% | 1.19% |
| Fund size (AUM) | $109M | $20M |
| Since | 2021 | 2021 |
| Dividend yield | 9.51% | 1.73% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | option income | option income |
| CAGR 1Y | +21.0% | +10.3% |
| CAGR 3Y | +17.3% | +3.6% |
| CAGR 5Y | N/A | +0.8% |
| Sharpe 3Y | 0.86 | 0.07 |
| Volatility 1Y | 13.38% | 15.96% |
| Max drawdown | -24.20% | -20.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.